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GL Codes

You can create GL (General Ledger) codes to track specific expenses relevant to your shipments.

The GL Codes page is where you can view and add GL Codes for your domain.

  2. On the GL Codes page, select a GL Code name to view it.

    gl_code_1.png
Search for a GL code

On the GL Codes page, you can search for a specific GL Code using the Search box.

gl_code_2.png
Export your GL code search result to a CSV file

  1. In the top right corner of the GL Codes page, select Export Search Result.

    gl_code_3.png
  2. export_search_result_2.png
Create a manual GL code

  2. In the top right corner of the GL Codes page, select Add GL Code.

    gl_code_4.png

  3. Enter a name and description for the GL Code.

  4. At the bottom of the page, select Create.

Create an auto GL code

An auto GL code is a GL code applied to one or more orders automatically, based on criteria that you set.

Each auto GL code is comprised of one or more segments. Each segment contains one or more rules that describe a set of criteria used to automatically apply the GL code to specific orders.

You can edit and use the default segment only:

Auto_GL_Codes_1.png

Or, you can add and use multiple segments:

Auto_GL_Codes_2.png

  2. Select the Auto GL Coding tab.

    gl_code_5.png

    Segment 1 is created by default and displays:

    gl_code_6.png

  3. In the Segment Editor section, select Add Rule. The Edit Rule dialog box displays.

    gl_code_7.png

  4. Make your selections, add other rules if you want, and then select Confirm. See the "Edit Rule Field Descriptions" below for more information about the Edit Rule fields.

  5. At the bottom of the GL Codes page, select Create.

Edit Rule Field Descriptions

Field

Description

Match Type

Determine how the criteria are considered for the auto GL code. To learn more about each criterion involved, see the descriptions for "Filter", "Operator", and "Value" below.

  • Any - One criterion or more is considered for the auto GL code.

  • All - Every criterion is considered for the auto GL code.

gl_code_rule_1.png

Select add_match_type.png to add another set of rule criteria.

Filter

The primary criterion (such as Direction, Billing Terms, and so on) in the auto GL code rule that's used when applying the GL code automatically.

For example, if you want your auto GL code to be applied based on a specific billing term, set the Filter to Billing Terms.

gl_code_rule_2.png

Note

Depending on which Filter option you select, the Operator and Value options will change.

Operator

The criterion that determines the action between the Filter and the Value.

For example, you can set the Operator to Equals. This way, the option selected for the Filter will be equal to the option selected for the Value.

gl_code_rule_3.png

Value

The criterion that defines a specific type of Filter criterion.

For example, with the Filter set to Billing Terms, you can set the Value to 3rd Party.

gl_code_rule_4.png

Segment Value

Enter a user-defined alphanumeric value for each rule.

This value will display as the name of the auto GL code in the GL Codes section on the Details for Order page and in the Related GL Codes section on the Details for Shipment page.

Fallback Rule

Select a fallback behavior to be applied if no orders match the criteria of your rules.

Delete an auto GL code

  2. Select the Auto GL Coding tab.

    gl_code_5.png

  3. At the bottom of the GL Codes page, select Delete > Yes.

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